Behind The Numbers: Analyzing Gartner's Q2 Server Estimates

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Cisco, in partnership with top storage vendors including EMC and NetApp, has been riding the Cisco UCS server wave, with a 58.6 percent rise in shipments and a 43.3 percent rise in revenue during the second quarter compared to last year, Gartner said.

Can it last? Given that Cisco USC servers are mainly sold as blades, and that the blade server business is slipping, Cisco will have to take serious market share away from HP, which leads the blade sever business, if it wants to enjoy that kind of growth going forward.